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Nadine Ann Oliver

Advisor at LPL Enterprise — Scranton, PA

Updated today

Credentials

Series 63, Series 65

Experience

29 years

Location

Scranton, PA 18507

LPL Enterprise logo

LPL Enterprise

Institution

Total advisors

3,118

Across 856 offices

Clients per advisor

33 Very Low

Avg AUM per client

$239,757 Very Low

HNW client ratio

22% Typical

About

Nadine Oliver is a financial advisor at LPL Enterprise with 29 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at the Prudential Insurance Company of America and PRUCO Securities, LLC spanning from 2007 to 2024. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and brokerage products. The firm combines advisory programs with a broad range of financial products and utilizes both in-house and third-party portfolio management strategies.

Client services

Based on LPL Enterprise

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Enterprise

General retirement planning Tax-loss harvesting

Occupation focus

Based on LPL Enterprise

Self-Employed Founder/Business Owner

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Fee options

Fixed

Financial planning and consulting services flat fees typically range from $0 to $15,000, negotiated per client agreement.

Commissions

Commission-based compensation is received through insurance sales and broker-dealer services, including commissions and trails on insurance products and brokerage transactions.

Project-based

Financial planning and consulting services fees can be hourly, typically up to $500 per hour.

Other

Fee-only: Financial planning and consulting services offered for flat fees ranging from $0 up to $15,000 or hourly fees up to $500 per hour, fees negotiated.

Location

See office

Scranton, PA

30 Scranton Office Park Ste, 201

Scranton PA 18507

Advisors at this office

1

Most active in

Delaware · Pennsylvania · Texas

Work history

29 years of industry experience

LPL Enterprise

2024 - Present • 2 years

Scranton, PA

the Prudential Insurance Company of America

2007 - Present • 19 years

Scranton, PA

PRUCO Securities, LLC

2007 - 2024 • 17 years

Scranton, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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James M

CFP®, Series 63

Ft Loudon, PA

Creative Financial Designs, Inc.

James Martin is a CFP® with 36 years of industry experience and has been with Creative Financial Designs, Inc. for 15 years. His background includes independent insurance sales, tax preparation and accounting, as well as nonprofit work as a minister. Creative Financial Designs serves individual, corporate, and institutional clients, offering discretionary and non-discretionary investment management alongside financial planning and consulting. The firm uses asset-class model allocations with multiple risk objectives and incorporates Biblically Responsible Investing strategies.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
user avatar

Christopher C

CFP®, Series 63, Series 65

McConnellsburg, PA

Raymond James Financial

Christopher Corcoran is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He previously worked at Cetera Investment Services LLC and BB&T Investments. Corcoran is also involved with Alexander Financial Group in a non-owner advisor role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public finance through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Jacquelin B

Series 66

McConnelsburg, PA

Raymond James Financial

Jacquelin Brumbaugh is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 12 years of industry experience. She has worked at Raymond James since 2018 and previously spent seven years with Wells Fargo Advisors Financial Network. Outside of her advisory role, she supports operations at The Alexander Financial Group in McConnelsburg, PA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm delivers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a municipal advisor affiliation, offering a range of advisory programs and consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Erica F

Series 66

McConnellsburg, PA

OSAIC

Erica Fendlay is a financial advisor with Osaic and holds a Series 66 designation. She has 16 years of industry experience, including 15 years at Edward Jones before joining Osaic in 2024. Outside of her advisory role, she owns a commercial real estate investment company. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios on both discretionary and non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Tyler S

Series 66

McConnellsburg, PA

Edward Jones

Tyler Sabo is a financial advisor at Edward Jones in Mcconnellsburg, PA, holding a Series 66 designation with five years of industry experience. His prior work includes roles at AT&T and Rockland Manufacturing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Alan D

Series 66

McConnellsburg, PA

Raymond James Financial

Alan Dore is a Series 66-licensed advisor at Raymond James Financial with one year of industry experience. Prior to entering financial services, he worked for 11 years at Babcock & Wilcox. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and advanced analytical tools, and supports a broad network of advisors and affiliated firms.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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